Spotlight: How to Find It

July 2021    Tags: , , , , ,

As a company, we take great pride in the documentation we provide for our software. There are multiple resources for finding information about how the software works. The following provides information on the various documentation resources, including how to access them and the primary uses for each resource.

Help Files

While in the software, Help can be accessed via , F1, or Help | Help Topics. Help files provide topics on the following:

  • Field by field information on the software, including any potential limitations
  • General procedures
  • Quick links to Knowledge Base Articles, Guides, Report Packs, and Training Videos

There are multiple ways to find information in the Help:

  • Opening the help will open a Help topic for the specific window that is currently open. For example, let’s say you are on the Setup tab of the Client file, and you want to find out more information about how to set up Fee Compensation Rules. Pressing F1 will open the Help topic specifically for the Setup tab of the Client file. From here, click the Fee Compensation Rules link to start reading about how this option is set up.
  • The Contents tab on the Help window can be used to find information grouped by subject. For example, in the PracticeMaster Help, the Contents tab provides expandable sections on Data Entry, Calendar, Journal, Reports, Documents, File Maintenance, and more.
  • The Index tab on the Help window can be used to jump to topic keywords. For example, let’s say you are in General Ledger and want more information on reconciling your bank statement. On the Index tab, enter “reconciliation” and multiple topics will be listed to choose from.
  • The Search field on the Help window can be used for more finite searches, such as words or phrases that do not have a keyword. You can optionally use quotes to search for an exact phrase.

Knowledge Base

The Knowledge Base can be accessed from within the software via Help | Internet Resources | Knowledge Base or at support.Tabs3.com. The Knowledge Base provides articles on the following:

  • Overviews
  • Best Practices
  • “How to” articles
  • Frequently Asked Questions
  • Troubleshooting specific scenarios
  • Troubleshooting errors
  • More in-depth information on various features

The Knowledge Base can be used to Search by Article ID or Search all Text. There are more than 800 Knowledge Base Articles.

Quick Guides

Quick Guides can be accessed via the  icon in the Help topic, via Help | Documentation, or at Tabs3.com/docs. Quick Guides spotlight basic information on specific features in a brief, graphical format and range from 6 to 11 pages.

Guides

Guides can be accessed via the  icon in the Help topic, via Help | Documentation, or at Tabs3.com/docs. Guides provide the following:

  • Detailed information on various features
  • Basic software setup
  • Various procedures

Guides range from 8 to 107 pages. There are more than 35 Guides, including Quick Guides.

Report Packs

Report packs can be accessed via the  icon in the Help topic, via Help | Documentation, or at Tabs3.com/docs. Report packs provide the following:

  • Purpose of each report
  • How fields on reports are calculated
  • Examples of reports

Report packs range from 11 to 151 pages.

Tip: You can use KB Article R11697, “Report Finder: Info in Tabs3 Billing Reports,” to help determine which report will suit your needs.

Training Videos

Training videos can be accessed via the icon in the Help topic, via Help | Training Videos, or at Tabs3.com/videos. Training videos provide audiovisual tutorials of specific software features. There are more than 90 training videos. Videos range from 1 to 5 minutes.

Share or Print this Article
No votes yet.
Please wait...

« PREV NEXT »


Leave a Comment